About your Search

20140226
20140306
Search Results 0 to 4 of about 5
, effectively? >> well, it's hard. it's going to be a significant trading range environment. the market will correct back on a repeating basis. we'll get a period where the market doesn't accomplish a heck of a lot. that's all you should expect. >> you watched janet yellen yesterday. did he provide the confidence that you would have wanted? and the reason i ask is because historically, if you just do the math, every time we get a new chair in this role, we usually have some form of a correction within six months. and the question that i keep wondering is whether we have that correction or it's still to come. >> i think, you know, investors tend to react to the unexpected, not the expected. and yesterday, the messaging was steady as she goes. so i think for now, we're in good shape. the march meeting, unless data falls off the cliff, investors will expect and will treat another $10 billion in tapering to occur. so i think we hand off from bernanke to yellen in this case may be a little different. because she was pretty much on tune with the dovishness of the fed and there hasn't been a f
position to capitalize and stay upon the improving housing environment in the u.s. >> as you pointed out closing the sales gap, if you had two stocks to buy you'd buy both of them? >> i think by the way i position it, both companies are in the right position to benefit from housi housing. home depot is better positioned. >> gross margin 44.6%, is that a number in line with what you were the examining in. >> that's a good number just like with home depot, a lot of disruption with the weather but in both cases the gross margins held up well despite what could have been a negative makeshift in margin products. >> the at the end of the day you look at the weather situation, this is a company that probably helped out by the weather because they were able to respond quickly? >> probably. the way i think about it, it was probably some weather benefit, a lot of snow removal type products but the real key is going to be as temperatures warm, as the spring finally comes there will be a lot of pent of demand and repair spending at lowe's and home depot and that will be positive for the first quarte
to run my state the bay i want to. let me make the environment such that i can promote jobs in my own state. i don't need the federal government doing this for me. >> but i think you need to look at the entire tax code. do you realize -- >> but you shouldn't be paying 15% when people making less than you are paying a higher rate. >> but if i -- >> that nibt be the case for you. you pit it in harm's way, you're investing it? >> that's another way to say it. >> depending on what you're doing could be putting it in harm's way to lose it. >> put in bitcoins. >> but when you're putting other people's money in harm's way, this goes back to what we talked about before, as the private equity manager, why is that -- why is that the not a commission oriented business? >> when you see somebody make $500 million of which a large portion of it is in carried pictures. that's what private equity is. i redeploy it all the time. i'm constantly buying new deals. why would you want me to stop doing that? >> it's not a matter of punishing you. it's a matter of giving you special status. and i'm not argui
to incentives and health systems incentive changes, to less expensive environments that include clinics and home care. we're in the midst of a big transition overall. >> what is it that your company does exactly when you go in and try and streamline things? >> we're a performance improvement company that focuses on cost, in other words, how you procure all products. we have a $5 billion procurement business that helps hospitals buy what they buy, more importantly, how they use the products. there's a best practice out there but it's not used across the country. we take the process to what we know as best practices. >> you're trying to get people paid quicker, right? i mean, there's a million places to attack. are there too many -- what are your two or three primary ways of doing it? you can get bogged down being all things to all people. >> hospitals aline are over a trillion dollars vertically integrated in 5,000 locations, all very complex and all very different. we focus on cost reduction, clinical integration and payment and price integration so that what's being paid for the services render
and that they haven't been effective. what do you think that does to the environment in washington? >> it's hard to imagine the environment getting much worse. you know, it's more or less a stalemate in washington, because there's a little loosening up, perhaps. you have a significant portion of the republican party that can hold the entire republican party hostage. if the republican party can hold the legislative process hostage. unless there's a real change in attitudes, it's hard to see much happening. >> one of the ones that came in under the ask warren twitter hash tag, i know you are concerned about the wealth gap. are you supportive of raising the minimum wage and tieing it to inflation? >> i thought about the minimum wage for 60 years. i used to work at minimum wage. that got my attention first when i was getting 75 cents an hour. it really cuts both ways. you like to have people being paid more but you also want to have as many people employed as possible. that cuts both ways. i can argue either side of that. the one thing that does make sense is to increase the earned income tax credit
Search Results 0 to 4 of about 5